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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
Episodes
Saturday Jul 10, 2021
Saturday Jul 10, 2021
Traditionally the 529 Plan has had a singular purpose: paying for college. Now the rules have changed and you have more options. What are the new ways you can use a 529 plan, and should you consider them as well? We’ll explain that and more in this hour of Wise Money!
Season 6 Episode 46
Saturday Apr 10, 2021
Saturday Apr 10, 2021
The Biden Administration has been floating ideas about how they plan to increase taxes to help cover more spending in the future. What are the ways you can prepare for higher tax rates in the future? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 33
Saturday Feb 27, 2021
Saturday Feb 27, 2021
There are 5 factors, or 5 major variables, that influence your ability to retire with confidence. They are all interrelated, but is there one area of the five that is most important? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 27
Saturday Feb 13, 2021
Saturday Feb 13, 2021
Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you have to pay tax on your unemployment? What can I deduct for home office expenses? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 25
Saturday Jan 30, 2021
Saturday Jan 30, 2021
How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more important than ever to ensure you have the right clarity on how much house you can afford. We're covering that and more in this episode of Wise Money!
Season 6 Episode 23
Saturday Dec 05, 2020
Saturday Dec 05, 2020
It’s supposed to be the most wonderful time of the year, but for many people, it is the most stressful time of the year when it comes to your finances. We’re going to solve this today by helping you put in place some habits to permanently relieve the holiday financial stress and put the joy back in this season.
Season 6 Episode 15
Saturday Nov 14, 2020
Saturday Nov 14, 2020
Do you have confidence in your financial life? If not, we’ll help you build that confidence today through a Financial Confidence Account, also known as an Emergency Fund. Having money in this account allows you confidence and peace of mind to pursue your other financial goals and that you’re prepared for a financial crisis. We'll tell you exactly what it is and how to fund it in this episode of the Wise Money Show.
Season 6 Episode 12
Saturday Oct 03, 2020
Saturday Oct 03, 2020
Most people can agree they hate losing money. So when it comes to filing taxes, married couples often wonder whether they are better off filing jointly or married filing separately. Joined by CPA Ryan Fair, we’re going to put the debate to rest today and discuss a handful of other tax planning considerations in this episode of Wise Money!
Season 6 Episode 6
Saturday Sep 19, 2020
Saturday Sep 19, 2020
What is the difference between Student Loan Forgiveness and Student Loan Forbearance? Do either of these actually help address the student debt crisis we have in this country,? We are explaining student loan forgiveness and forbearance and how you can ensure that you don’t slip into crisis yourself!
Season 6 Episode 4
Saturday Jul 04, 2020
Saturday Jul 04, 2020
Happy Independence Day! Comprehensive Financial Planning is all about helping you achieve your own version of financial freedom. What’s that look like for you and what steps do you need to take in all 6 areas to help you reach the peace of mind that comes from Financial Freedom? We are helping you determine that in today's episode!
Season 5 Episode 45